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Custom Reports

Create powerful custom reports to analyze your data exactly how you need.

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Report Builder

Build reports with drag-and-drop simplicity:
1

Choose Data Source

Select what data to report on (transactions, payroll, bills, etc.)
2

Add Fields

Drag fields you want to include in the report
3

Apply Filters

Filter data by date, amount, category, etc.
4

Group and Sort

Organize data with grouping and sorting
5

Add Calculations

Include totals, averages, percentages
6

Format

Style the report and add branding
7

Save and Share

Save template and share with team

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Data Sources

Available data for custom reports:
  • Bank transactions
  • Bills and invoices
  • Vendor payments
  • Chart of accounts
  • Budget data
  • Journal entries

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Field Selection

Choose from hundreds of fields: Transaction Fields:
  • Date, amount, description
  • Category, account
  • Vendor or payee
  • Payment method
  • Status
  • Tags and notes
Calculated Fields:
  • Totals and subtotals
  • Averages
  • Percentages
  • Ratios
  • Year-over-year change
  • Variance from budget
Custom formulas can reference other fields in complex calculations

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Filtering Data

Powerful filtering options:
  • Specific date range
  • Relative dates (last 30 days, YTD)
  • Fiscal periods
  • Before/after dates
  • Date comparisons
  • Greater than/less than
  • Between amounts
  • Top/bottom N amounts
  • Percentage of total
  • Threshold amounts
  • Include/exclude categories
  • Multiple category selection
  • Category hierarchies
  • Tag-based filtering
  • Paid, pending, void
  • Approved, denied
  • Active, inactive
  • Complete, in progress

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Grouping and Organization

Organize report data: Grouping Options:
  • Group by date (day, week, month, quarter, year)
  • Group by category or account
  • Group by vendor or employee
  • Group by department or location
  • Multi-level grouping (nested groups)
Sorting:
  • Alphabetical (A-Z or Z-A)
  • Numerical (ascending or descending)
  • Date order (oldest or newest first)
  • Custom sort order

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Calculations and Formulas

Add calculations to reports: Basic Math: 
SUM(amount) - Total
AVG(amount) - Average
COUNT(*) - Count
MIN(amount) - Minimum
MAX(amount) - Maximum
Advanced Formulas: 
IF(amount > 1000, "High", "Low")
PERCENTAGE(amount, total)
VARIANCE(actual, budget)
GROWTH_RATE(current, previous)
Running Calculations:
  • Running total
  • Running average
  • Cumulative sum
  • Period-over-period change
Use conditional formatting to highlight important values

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Visualization Options

Display data visually:

Tables

Traditional tabular layout

Charts

Bar, line, pie charts

Pivot Tables

Multi-dimensional analysis

Heatmaps

Color-coded data density

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Chart Types

Create visual reports: Bar Charts:
  • Compare categories
  • Show rankings
  • Display distributions
  • Horizontal or vertical
Line Charts:
  • Show trends over time
  • Multiple series comparison
  • Smooth or stepped lines
Pie Charts:
  • Show proportions
  • Category breakdown
  • Percentage display
Combo Charts:
  • Mix chart types
  • Dual Y-axis
  • Complex relationships

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Pivot Tables

Powerful multi-dimensional analysis: Example Pivot Structure:
  • Rows: Month
  • Columns: Department
  • Values: Total Spending
  • Filters: Date Range, Category
Quickly reorganize dimensions by dragging and dropping.

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Conditional Formatting

Highlight important data:
  • Color Scales - Gradient based on value
  • Data Bars - Bar within cell
  • Icon Sets - Visual indicators
  • Rules-Based - If amount > $10,000, highlight red

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Report Templates

Save reports as templates:
  1. Build your custom report
  2. Click “Save as Template”
  3. Name and describe the template
  4. Set default filters
  5. Share with team or keep private
Template Library:
  • Your saved templates
  • Company-wide templates
  • Industry-specific templates
  • Community templates

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Scheduled Reports

Automate report delivery: Scheduling Options:
  • Daily - Every day at specific time
  • Weekly - Specific day(s) of week
  • Monthly - First/last day or specific date
  • Quarterly - Beginning or end of quarter
  • Custom - Complex schedules
Delivery Options:
  • Email to recipients
  • Save to cloud storage
  • Post to Slack channel
  • FTP upload
  • API webhook
Ensure scheduled reports don’t contain sensitive data if emailing outside organization

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Sharing Reports

Collaborate with reports:
  • Share Link - Generate unique URL
  • Email - Send to specific people
  • Export - Download and share file
  • Embed - Embed in other tools
  • Permissions - View-only or edit access

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Export Formats

Export custom reports in various formats:
FormatUse Case
Excel (.xlsx)Advanced analysis, charting
CSVData import, databases
PDFPrinting, archiving
Google SheetsCloud collaboration
JSONAPI integration
HTMLWeb embedding

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Report Performance

Optimize large reports:
  • Limit date ranges
  • Use filters to reduce data
  • Index commonly filtered fields
  • Schedule heavy reports for off-hours
  • Cache results for frequently accessed reports

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Cross-Tab Reports

Matrix-style reporting:
  • Rows and columns from different dimensions
  • Summarized values at intersections
  • Subtotals for rows and columns
  • Grand totals
  • Drill-down capabilities

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Drill-Down Reports

Interactive exploration:
  1. Start with summary view
  2. Click any value to expand
  3. See underlying transactions
  4. Continue drilling to transaction detail
  5. Navigate back to summary

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Report Parameters

Make reports interactive:
  • Date range selector
  • Department chooser
  • Amount threshold slider
  • Category multi-select
  • Employee picker
Users can adjust parameters when running the report.

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Version Control

Track report changes:
  • Save report versions
  • View version history
  • Restore previous versions
  • Compare versions
  • Track who modified what
Create a new version before making major changes to a report

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Report Collections

Organize related reports:
  • Group reports by topic
  • Create report dashboards
  • Build report packages
  • Monthly close collections
  • Board meeting packages
  • Department bundles

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API Access

Access report data programmatically: 
{
  "report_id": "custom_report_123",
  "format": "json",
  "filters": {
    "date_range": "last_30_days",
    "department": "Engineering"
  }
}
Integrate report data into other systems.

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Best Practices

Tips for effective custom reports:
  1. Start Simple - Begin with basic reports, add complexity gradually
  2. Use Filters - Reduce data volume for faster reports
  3. Save Templates - Reuse successful report structures
  4. Document Purpose - Add descriptions to reports
  5. Test with Real Data - Verify accuracy before sharing
  6. Regular Review - Update filters and fields as needs change

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Getting Help

Resources for building custom reports:
  • Report builder tutorials
  • Video walkthroughs
  • Template gallery
  • Community forum
  • 1-on-1 consultation
  • Custom report development services
Contact support if you need help building a complex custom report